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Financial Representative
Northwestern Mutual
- Conducted thorough financial analyses for clients to understand their financial goals, risk tolerance, and investment preferences
- Developed personalized financial plans to help clients achieve their short-term and long-term financial objectives
- Implemented investment strategies, monitored portfolio performance, and made recommendations to optimize clients' financial positions
- Provided ongoing financial education to clients, keeping them informed about market trends and potential impacts on their investments.
Audit, Erasure
Second Life Mac
- Tested Apple products before sending them to repair
- Worked with Excel to keep track of devices that passed or failed the test
- Erased data from Apple devices such as Macbooks, Ipads, Iphones.
Gourmet Gorilla
- Packed food for summer school kids
- Helped in the kitchen
- Kept track of how many food we packed.
Bachelor of Science in Business/ Major: Finance -
North Park University
Chicago, Illinois05.2024
- Proficient in Excel
- Financial Planning
- Investment Analysis
- Portfolio Management
- Client Relationship Management
- Retirement Planning
- Risk Management
- Strong Communication Skills
- Team Collaboration
Financial Representative
Northwestern Mutual
Audit, Erasure
Second Life Mac
Bachelor of Science in Business/ Major: Finance -
North Park University
